Care Experience Specialist jobs in United States
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orsa credit union · 2 hours ago

Care Experience Specialist

Orsa Credit Union is dedicated to providing exceptional member experiences and financial empowerment. The Care Experience Specialist supports members through various remote engagements, ensuring clarity and continuity while balancing reactive support with intentional outreach.

BankingCreditFinancial ServicesNon Profit

Responsibilities

Support Members Across Remote Engagements
Deliver Intentional Outreach
Own Continuity and Follow-Through
Navigate Knowledge and Tools Confidently
Support Light and Dark Member Moments Remotely
Balance Reactive and Planned Work
Surface Insights and Patterns
Partner Across the Care Center
Reflect Culture and Purpose in Daily Work
Perform other duties as directed by leadership

Qualification

Fiduciary products knowledgeDigital products knowledgeService representative experienceMicrosoft Suite proficiencyGoal settingCommunication skillsLeadership experience

Required

High school diploma or equivalent
Minimum two years' experience as a service representative in the retail or service industry or equivalent experience
Demonstrated knowledge of fiduciary products and services
Extensive and demonstrative knowledge of digital products and services offered by the credit union
Experience and a passion for leadership, performance management, and team member development
Demonstrated ability to effectively communicate in a training and mentoring setting
Proven successful goal setting and achievements
Proficiency using Microsoft Suite

Benefits

Comprehensive medical, dental, and vision plans
Four weeks of PTO for all full-time team members
Up to 12-weeks paid paternity/maternity leave
Lifestyle Accounts to help with your personal wellbeing
Family Health Benefits
Paid time off to observe all Federal Holidays
Flexible work options depending on position
A generous 401k match
Numerous employee engagement activities
Community Resource Groups
Paid time off for occasions such as volunteering, caregiving, and family events

Company

orsa credit union

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orsa credit union is a not-for-profit, full-service financial institution built to protect people, strengthen communities, and create joy.

Funding

Current Stage
Growth Stage

Leadership Team

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Meg Pankow
SVP/CFO
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Scott Cameron
SVP / Chief Financial Officer
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Company data provided by crunchbase